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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

590 hedge funds and large institutions have $18B invested in iShares Russell 1000 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 200 increasing their positions, 219 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
15.91%
Holding in Top 10
116
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.45%
% of All Funds
3.13%
New
40
Increased
200
Reduced
219
Closed
39
Calls
$6.75M
Puts
$14M
Net Calls
-$7.21M
Net Calls Change
-$3.05M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.57B
2
MAA
Managed Account Advisors
New Jersey
$778M
3
Bank of America
Bank of America
North Carolina
$2.24B
4
BL
Balentine LLC
Georgia
$343M
5
PPA
Parametric Portfolio Associates
Washington
$305M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$40.7M
2
HI
Horizon Investments
North Carolina
$8.71M
3
American Century Companies
American Century Companies
Missouri
$10.3M
4
IA
IndexIQ Advisors
New York
$1.1M
5
ZB
Zions Bancorporation
Utah
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
401
Palladium Partners
Virginia
$525K – – –
HTHT
402
Hemenway Trust Hemenway Trust
New Hampshire
$525K – – –
BCM
403
Brookmont Capital Management
Texas
$522K -$24.5K -248 -4%
SWM
404
SVA Wealth Management
Wisconsin
$522K -$14.9K -150 -3%
BFA
405
Beaumont Financial Advisors
Massachusetts
$518K – – –
CAM
406
Carret Asset Management
New York
$511K -$29.7K -300 -5%
MML Investors Services
407
MML Investors Services
Massachusetts
$509K +$509K +5,143 New
WEC
408
Winslow Evans & Crocker
Massachusetts
$505K – – –
SSWM
409
Sheets Smith Wealth Management
North Carolina
$505K – – –
BIC
410
Bridges Investment Counsel
Nebraska
$501K – – –
CG
411
Caprock Group
Idaho
$500K -$47.6K -480 -9%
NFA
412
Nationwide Fund Advisors
Ohio
$489K -$2.46M -24,829 -83%
AA
413
Ancora Advisors
Ohio
$483K +$483K +4,881 New
SFS
414
Summit Financial Strategies
Ohio
$480K – – –
WF
415
Welch & Forbes
Massachusetts
$475K – – –
FWM
416
Focused Wealth Management
New York
$467K -$297 -3 -0.1%
VCP
417
Vista Capital Partners
Oregon
$464K – – –
RMCM
418
Reynders McVeigh Capital Management
Massachusetts
$463K +$64.4K +650 +16%
MCM
419
Maryland Capital Management
Maryland
$462K – – –
GIP
420
Greatmark Investment Partners
Georgia
$461K – – –
FCCM
421
First City Capital Management
Georgia
$458K +$5.45K +55 +1%
CIC
422
Carnegie Investment Counsel
Ohio
$455K – – –
SCM
423
Summit Capital Management
Washington
$448K – – –
RW
424
Rand Wealth
Maryland
$448K +$5.54K +56 +1%
BC
425
Bartlett & Co
Ohio
$438K – – –
15 16
17
18 19